See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,603 | $111,754-58.3% | $103,333-54.9% | $145,922-68.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.46% | 24.77%-8.3pp | 24.88%-8.4pp | 561.29%-544.8pp |
| Employer contribution / active EE | $5,883 | $4,212+39.7% | $3,868+52.1% | $4,660+26.3% |
| Participant deferral / active EE | $5,035 | $5,619-10.4% | $5,057-0.4% | $6,688-24.7% |
| Admin fee / account holder | $8,344 | $9,750-14.4% | $8,355-0.1% | $13,397-37.7% |